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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,826 | $48,078-27.6% | $78,676-55.7% | $62,881-44.6% |
| Participation rate | 88.2% | 65.2%+23.0pp | 73.6%+14.7pp | 69.3%+18.9pp |
| Annual return | 6.96% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,595 | $2,015+128.1% | $2,850+61.2% | $2,281+101.5% |
| Participant deferral / active EE | $4,301 | $2,587+66.3% | $3,517+22.3% | $3,203+34.3% |
| Admin fee / account holder | $3,564 | $3,206+11.2% | $4,510-21.0% | $4,296-17.0% |